Wafd Inc
WAFD- Exchange
- Nasdaq
- Industry
- National Commercial Banks
- SEC CIK
- 0000936528
No open-market purchases or sales by Wafd Inc insiders were filed in the last 90 days; 289 institutions reported holding it in 13F filings for Q2 2026, worth $2.40B in total; no superinvestor holds it.
Other share classesWAFDP
13F holders, Q2 2023
Institutional positions in Wafd Inc as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 218
- −26 vs. Q1 2023
- Shares held
- 56.7M
- −1.02M (−1.8%) vs. Q1 2023
- Total value
- $1.50B
- −$242.0M (−13.9%) vs. Q1 2023
- New holders
- 25
- 53 more added
- Sold out
- 51
- 100 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WAFD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 289 | $2.40B |
| Q1 2026 | 259 | $1.94B |
| Q4 2025 | 259 | $1.99B |
| Q3 2025 | 255 | $1.86B |
| Q2 2025 | 256 | $1.86B |
| Q1 2025 | 244 | $1.86B |
| Q4 2024 | 249 | $2.09B |
| Q3 2024 | 247 | $2.23B |
| Q2 2024 | 230 | $1.78B |
| Q1 2024 | 229 | $1.65B |
| Q4 2023 | 213 | $1.79B |
| Q3 2023 | 214 | $1.39B |
| Q2 2023 | 218 | $1.50B |
| Q1 2023 | 246 | $1.74B |
| Q4 2022 | 252 | $1.81B |
| Q3 2022 | 234 | $1.59B |
| Q2 2022 | 235 | $1.62B |
| Q1 2022 | 251 | $1.77B |
| Q4 2021 | 241 | $1.77B |
| Q3 2021 | 227 | $1.84B |
| Q2 2021 | 210 | $1.81B |
| Q1 2021 | 219 | $1.81B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Wafd Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Victory Capital Management Inc | 25,114 | $666.0K | 0.00% | −35,730−58.7% | Reduced |
| Ensign Peak Advisors, Inc | 25,139 | $666.7K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 25,290 | $670.7K | 0.00% | −323−1.3% | Reduced |
| Maryland State Retirement & Pension System | 25,633 | $679.8K | 0.01% | −710−2.7% | Reduced |
| Amalgamated Bank | 26,373 | $699.0K | 0.01% | −1,061−3.9% | Reduced |
| Tower Research Capital LLC (TRC) | 26,815 | $711.1K | 0.02% | +23,442+695.0% | Added |
| New York State Common Retirement Fund | 26,819 | $711.2K | 0.00% | −7,242−21.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 27,536 | $730.3K | 0.06% | +17,439+172.7% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 27,575 | $731.3K | 0.17% | −168−0.6% | Reduced |
| BNP Paribas Arbitrage, SA | 27,606 | $732.1K | 0.00% | −11,384−29.2% | Reduced |
| Cipher Capital LP | 27,672 | $733.9K | 0.13% | +27,672 | New |
| Deutsche Bank AG | 27,681 | $734.1K | 0.00% | −15,502−35.9% | Reduced |
| Janus Henderson Group PLC | 28,137 | $746.6K | 0.00% | −552,927−95.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 28,246 | $749.1K | 0.00% | 00.0% | Unchanged |
| Man Group plc | 29,932 | $793.8K | 0.00% | – | – |
| Caxton Associates LP | 30,167 | $800.0K | 0.12% | +23,398+345.7% | Added |
| Franklin Resources Inc | 31,514 | $835.8K | 0.00% | +14,856+89.2% | Added |
| Price T Rowe Associates Inc | 32,342 | $858.0K | 0.00% | +685+2.2% | Added |
| SEI Investments Co | 32,397 | $859.2K | 0.00% | −7,848−19.5% | Reduced |
| Voya Investment Management LLC | 32,462 | $860.9K | 0.00% | −151,675−82.4% | Reduced |
| Harbour Investment Management LLC | 32,847 | $871.1K | 0.46% | 00.0% | Unchanged |
| Legato Capital Management LLC | 32,977 | $874.5K | 0.12% | −525−1.6% | Reduced |
| Dean Capital Management | 32,977 | $874.5K | 1.17% | −525−1.6% | Reduced |
| Louisiana State Employees Retirement System | 34,500 | $914.9K | 0.02% | +4,000+13.1% | Added |
| MetLife Investment Management | 34,915 | $925.9K | 0.01% | +520+1.5% | Added |
| Jane Street Group, LLC | 34,959 | $927.1K | 0.00% | +21,958+168.9% | Added |
| Yousif Capital Management, LLC | 35,020 | $928.7K | 0.01% | −1,942−5.3% | Reduced |
| American International Group, Inc. | 35,214 | $933.9K | 0.01% | −209−0.6% | Reduced |
| Cornercap Investment Counsel Inc | 35,289 | $935.9K | 0.16% | 00.0% | Unchanged |
| Raymond James & Associates | 35,789 | $949.1K | 0.00% | −3,316−8.5% | Reduced |
| CWM, LLC | 37,724 | $1.00M | 0.01% | −1,536−3.9% | Reduced |
| Samson Rock Capital LLP | 37,875 | $1.00M | 1.52% | +37,875 | New |
| Jacobs Levy Equity Management, Inc | 38,170 | $1.01M | 0.01% | −36,926−49.2% | Reduced |
| State of Tennessee, Treasury Department | 41,775 | $1.11M | 0.00% | +110+0.3% | Added |
| D.A. Davidson & Co. | 41,971 | $1.11M | 0.01% | −77,245−64.8% | Reduced |
| Brinker Capital Investments, LLC | 42,011 | $1.11M | 0.01% | −60.0% | Reduced |
| Orion Portfolio Solutions, LLC | 42,011 | $1.11M | 0.01% | −60.0% | Reduced |
| Stifel Financial Corp | 42,650 | $1.13M | 0.00% | −3,371−7.3% | Reduced |
| Auxier Asset Management | 42,766 | $1.13M | 0.19% | −210.0% | Reduced |
| State of Alaska, Department of Revenue | 43,290 | $1.15M | 0.01% | −1,491−3.3% | Reduced |
| Wells Fargo & Company | 45,957 | $1.22M | 0.00% | −10,233−18.2% | Reduced |
| Virginia Retirement Systems Et Al | 47,400 | $1.26M | 0.01% | −24,900−34.4% | Reduced |
| CI Private Wealth, LLC | 54,038 | $1.43M | 0.00% | −756−1.4% | Reduced |
| Citadel Advisors LLC | 55,117 | $1.46M | 0.00% | +55,117 | New |
| Texas Permanent School Fund | 55,701 | $1.48M | 0.01% | −760−1.3% | Reduced |
| Millennium Management LLC | 57,190 | $1.52M | 0.00% | +57,190 | New |
| Wedge Capital Management L L P | 57,797 | $1.53M | 0.02% | +57,797 | New |
| Oberweis Asset Management Inc | 58,200 | $1.54M | 0.19% | 00.0% | Unchanged |
| Great West Life Assurance Co | 65,263 | $1.73M | 0.00% | −3,843−5.6% | Reduced |
| Allianz Asset Management GmbH | 67,452 | $1.79M | 0.00% | −7,791−10.4% | Reduced |
| Coldstream Capital Management Inc | 69,447 | $1.84M | 0.06% | +300.0% | Added |
| Talbot Financial, LLC | 71,264 | $1.89M | 0.32% | +5,000+7.5% | Added |
| UBS Asset Management Americas Inc | 64,924 | $1.96M | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 74,369 | $1.97M | 0.02% | +5,106+7.4% | Added |
| Knights of Columbus Asset Advisors LLC | 74,566 | $1.98M | 0.18% | +176+0.2% | Added |
| LPL Financial LLC | 77,040 | $2.04M | 0.00% | −1,364−1.7% | Reduced |
| California State Teachers Retirement System | 77,403 | $2.05M | 0.00% | −4,086−5.0% | Reduced |
| Susquehanna International Group, LLP | 78,164 | $2.07M | 0.00% | −14,348−15.5% | Reduced |
| Alliancebernstein L.P. | 79,849 | $2.12M | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 80,716 | $2.14M | 0.01% | +80,716 | New |
| Credit Suisse AG | 82,740 | $2.19M | 0.00% | +26,201+46.3% | Added |
| Dean Investment Associates, LLC | 82,819 | $2.20M | 0.36% | −5,911−6.7% | Reduced |
| Public Sector Pension Investment Board | 116,782 | $3.10M | 0.02% | +1,732+1.5% | Added |
| FMR LLC | 118,010 | $3.13M | 0.00% | −33,047−21.9% | Reduced |
| Thrivent Financial for Lutherans | 119,983 | $3.18M | 0.01% | −4,689−3.8% | Reduced |
| UBS Group AG | 122,272 | $3.24M | 0.00% | −25,314−17.2% | Reduced |
| First Trust Advisors LP | 130,483 | $3.46M | 0.00% | −70,290−35.0% | Reduced |
| Rafferty Asset Management, LLC | 133,935 | $3.55M | 0.02% | +77,549+137.5% | Added |
| New York State Teachers Retirement System | 139,894 | $3.71M | 0.01% | −1,900−1.3% | Reduced |
| Citigroup Inc | 141,605 | $3.76M | 0.00% | +94,001+197.5% | Added |
| Swiss National Bank | 143,200 | $3.80M | 0.00% | +2,300+1.6% | Added |
| Empowered Funds, LLC | 148,364 | $3.93M | 0.14% | +148,364 | New |
| EA Series Trust | 148,364 | $3.93M | 0.14% | +148,364 | New |
| Verition Fund Management LLC | 160,608 | $4.26M | 0.07% | +16,474+11.4% | Added |
| Barclays PLC | 162,135 | $4.30M | 0.00% | +78,945+94.9% | Added |
| Kennedy Capital Management, Inc. | 175,004 | $4.64M | 0.11% | +33,632+23.8% | Added |
| Legal & General Group Plc | 191,655 | $5.08M | 0.00% | +503+0.3% | Added |
| Rhumbline Advisers | 207,324 | $5.50M | 0.01% | −1,940−0.9% | Reduced |
| Renaissance Technologies LLC | 208,276 | $5.52M | 0.01% | −46,600−18.3% | Reduced |
| Smith, Graham & Co., Investment Advisors, LP | 220,131 | $5.84M | 0.71% | −9,468−4.1% | Reduced |
| Congress Asset Management Co | 228,127 | $6.05M | 0.05% | +2,529+1.1% | Added |
| Bank of America Corp | 243,000 | $6.44M | 0.00% | −39,221−13.9% | Reduced |
| Prudential Financial Inc | 250,651 | $6.65M | 0.01% | −73,782−22.7% | Reduced |
| First Washington CORP | 272,969 | $7.24M | 3.17% | +272,969 | New |
| Brandywine Global Investment Management, LLC | 276,665 | $7.34M | 0.06% | +116,366+72.6% | Added |
| Moran Wealth Management, LLC | 277,225 | $7.35M | 0.28% | −1,123−0.4% | Reduced |
| Bridgeway Capital Management, LLC | 288,364 | $7.65M | 0.18% | +58,304+25.3% | Added |
| HSBC Holdings PLC | 348,492 | $9.29M | 0.01% | −600,368−63.3% | Reduced |
| Nuveen Asset Management, LLC | 362,091 | $9.60M | 0.00% | −211,445−36.9% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 384,780 | $10.2M | 0.04% | +77,560+25.2% | Added |
| Invesco Ltd. | 391,118 | $10.4M | 0.00% | +145,566+59.3% | Added |
| Principal Financial Group Inc | 392,219 | $10.4M | 0.01% | −140,139−26.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 395,021 | $10.5M | 0.01% | −273,491−40.9% | Reduced |
| Baird Financial Group, Inc. | 511,132 | $13.6M | 0.04% | −46,493−8.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 524,131 | $13.9M | 0.04% | −73,954−12.4% | Reduced |
| Morgan Stanley | 529,376 | $14.0M | 0.00% | −106,511−16.7% | Reduced |
| Clearbridge Investments, LLC | 532,664 | $14.1M | 0.01% | +4,289+0.8% | Added |
| Norges Bank | 541,933 | $14.4M | 0.00% | −25,391−4.5% | Reduced |
| JPMorgan Chase & Co | 561,753 | $14.9M | 0.00% | −1,282−0.2% | Reduced |
| American Century Companies Inc | 621,309 | $16.5M | 0.01% | +49,846+8.7% | Added |